Philippines Market Insights 2017.7.20

フィリピン株式ニュースハイライト

News Highlights: Ayala Corp. power unit, AC Energy is in talks with local power firms in Vietnam as it plans to construct solar and wind projects amid the feed-in-tariff scheme offered by local government. SFA Semicon Philippines (SSP) collected P11.4mn worth of reimbursements as part of its incentive program on discounted power rates. On the other hand, Chelsea Logistics Holdings (CLC) has secured approval from the exchange (PSE) to launch an initial public offering, with 546.583mn new common shares to sale at a maximum price of P14.63 apiece for a total value of P8bn.

マーケットモニター

各国市場モニター

各国の株式市場動向

PHILIPPINES

Mart up on diminished momentum, PSEi @ 7,972: Gains petered out as the PSEi neared the 8,000 psychological barrier. PSEi closed a little higher at 7,972 (+0.25% day-on-day), with all sectors in green except Financials and Holdings. Among actively traded shares were MBT (-P1.25 at P91.70), SCC (+P2.20 at P162.30), and BDO (+P0.10 at P122.20), on 7.86bn turnover. Gainers outpaced losers 116-80, with net foreign buying at P158mn.
Might trade sideways: Mart might trade sideways with downward bias, as traders react to the latest balance of payments (BoP) data (i.e. deficit of $569mn in June), on top of the wariness of the proposed martial law extension in Mindanao. The peso breached as low as P50.94:$1 previously, while the PSEi's 55-point intra-day rise was eventually offset to only +19pts towards close. Immediate support 7,900, resistance 8,050

ASIA

Chinese equities up on robust economy: Chinese equities inched higher as robust economic data made investors flock towards blue chips, and on news that Beijing will reform lumbering and inefficient state companies. HK was up with gains in tech- & energy shares, offset by declines in financial shares.

WALL STREET

Shares rallied: Shares closed higher Wednesday as investors remain bullish on the economy and on earnings season, boosted by better-than-expected results from Morgan Stanley. Financials were among the most traded sectors.

COMMODITIES

Crude rose: Crude oil climbed as US crude and gasoline inventories continue to fall. West Texas Intermediate (WTI) rose $0.72 to settle at $47.12/barrel.

フィリピン国内各企業動向

AC unit to invest in Vietnam:

Ayala Corp. power unit, AC Energy is in talks with local power firms in Vietnam as it plans to construct solar and wind projects amid the feed-in-tariff scheme offered by local government. AC Energy is in negotiations with potential partners as solar projects should be up and running by June 2019 under the Vietnam government’s timeline.

SSP collects partial reimbursement from gov't:

SFA Semicon Philippines (SSP) collected P11.4mn worth of reimbursements as part of its incentive program on discounted power rates. The agreement was under EO 856 which states that the government must support the power infrastructure requirements of Clark Freeport Zone and support the investment of Texas Instruments in Clark.

MRail resumes talks with PNR:

Manila Electric Co. (MER) unit, MRail Inc. resumed its talks with Philippine National Railways on the proposed P10bn Manila-Laguna Freight Train Project. MRail and PNR were supposed to sign a track usage agreement in early 2016 but deferred negotiations amid the 2016 elections. Recall that MRail is teaming up with International Container Terminal Services (ICT) for the said freight train project.

DFNN gets SEC nod for equity restructuring:

DFNN, Inc. (DFNN) secured SEC approval for its equity restructuring to hereby wipe out a P691.34mn deficit from its additional paid-in capital of P727.36mn as of Dec. 31, 2016. This leaves DFNN an APIC of P36mn.

Chelsea gets green light from PSE:

Chelsea Logistics Holdings (CLC) has secured approval from the exchange (PSE) to launch an initial public offering, with 546.583mn new common shares to sale at a maximum price of P14.63 apiece for a total value of P8bn. The offer period is scheduled from 24 July to 31 July and a listing date of 08 August. Proceeds from the IPO have been earmarked for fleet expansion, purchase and upgrade of ports, port facilities, containers, and machineries and equipment, acquisition of other shipping and logistics firms, and general corporate purposes.

RLT shifted to acquisition mode:

Philippine Realty and Holdings (RLT) disclosed that it has approved the acquisition of Meridian Assurance Corp.'s P84.24mn condominium units in exchange for shares of stocks, as well as a bid to purchase a property in Baguio City called El Retiro. Meridian's units would provide RLT with a steady rental income stream of at least P3mn per year. RLT will exchange a total of 135,870,968 shares at a price of P0.62 apiece. El Retiro, on the other hand, has an aggregate area of 16,158sqm and the bid submitted was for a price of P300.5mn at P18,598/sqm.

フィリピン経済指標

BoP recorded deficit of $569mn in June:

The country's balance of payments (BoP) showed a deficit of $569mn in June, bringing total deficit in the first six months to $709mn. This was on the back of continued weakening of peso against the dollar.

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